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Spectrum Pension Consultants (part of Daybright Financial)
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Retirement Plan Administrator (Part-Time) Accelefund, Inc.
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Free Newsletters
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448 Matching News Items |
| 1. |
InsuranceNewsNet.com
Dec. 15, 2025
"Iowa Attorney General Brenna Bird submitted a brief ... in support of Lockheed Martin Corp. in a lawsuit over its choice of Athene Annuity and Life Co. in a pension risk transfer deal. The brief, joined by attorneys general in nine additional states, equates the lawsuit claims as an attack on the efficacy of the state-based insurance regulation system." [Konya v. Lockheed Martin Corp., No. 24-0750 (D. Md. Mar. 28, 2025; on appeal to 4th Cir. No. 25-2061)]
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| 2. |
InsuranceNewsNet.com
Dec. 15, 2025
"The Social Security Administration maintains the only federal database that insurers are required to periodically check for deaths. Issues with the database, however, have resulted in millions of families risking delayed or lost life insurance benefits."
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| 3. |
InsuranceNewsNet.com
Dec. 10, 2025
"Health plan prescription drug formularies continue to increase in complexity, and changes to those formularies are especially challenging for consumers to navigate.... Formularies are divided into anywhere from four to six tiers to manage costs and encourage the use of clinically effective, lower-cost medications. Each tier corresponds to a different level of cost-sharing for the patient. The lower the tier, the less the patient pays out of pocket."
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| 4. |
InsuranceNewsNet.com
Dec. 3, 2025
"The appeal concerned only the lower-court stay of the Sept. 23, 2024, effective date of the Biden-era Retirement Security Rule ... Underlying litigation remains active, with the consolidated cases returned to their respective federal district courts.... The court ruling leaves the Prohibited Transaction Exemption 2020-02 and its many requirements in effect for the time being." [FACC. v. DOL, No. 24-0163 (E.D. Tex. Jul. 25, 2024; on appeal to 5th Cir. No. 24-40637; motion to dismiss granted Nov. 28, 2025)]
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| 5. |
InsuranceNewsNet.com
Dec. 1, 2025
"By recognizing the behavioral barriers that truly drive hesitation, annuity advisors and other related professionals can reframe conversations, build confidence, and guide clients toward decisions that ultimately support their long-term financial goals and security."
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| 6. |
InsuranceNewsNet.com
Nov. 25, 2025
"Although most [investors over the age of 50] prefer a 60% to 80% equity allocation, 10% prefer to avoid equities altogether, 5% prefer an all-equity allocation, and others fall somewhere in between. In contrast, most younger investors, those aged between 20 and 34, prefer high-equity exposure, typically over 80% -- which aligns with life-cycle investing.... Between 2019 and 2024, only 26% of older investors left their equity allocation unchanged, compared to 46% of younger investors."
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| 7. |
Richard Clarke in InsuranceNewsNet.com
Nov. 3, 2025
"PE in retirement planning may not be new, but it certainly has been accelerated and rushed to the top of the radar for many retirement savers looking for new opportunities for their money. However, all that glitters may not be gold, and the risks associated with private markets can be significant due to their higher fees, liquidity strains and less established nature."
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| 8. |
InsuranceNewsNet.com
Nov. 3, 2025
"Excess mortality for Americans aged 65 or older dropped from more than 20% at the peak of the COVID-19 pandemic to only 1.3% in the past year -- according to a new analysis from the Society of Actuaries Research Institute.... Spikes in mortality persisted through early 2022, driving up the overall average excess mortality for the year, the analysis said. However, since that time, U.S. population mortality rates have returned to levels more consistent with 2019, and have exhibited the seasonal pattern usually seen in the U.S."
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| 9. |
InsuranceNewsNet.com
Oct. 23, 2025
"Updated research from Milliman finds that surrender rates on variable annuities with guaranteed living withdrawal benefits more than doubled from 2022 to the end of 2024.... The studies also revealed that the rate at which GLWB contracts are starting their income during the 2023-24 calendar years is, on average, about 20% higher than in the previous two-year period."
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| 10. |
InsuranceNewsNet.com
Oct. 22, 2025
"Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer clients. The 401(k) Annuity Hub is a fully independent subscription service that helps retirement plan advisors and plan sponsors research a comprehensive database of lifetime income solutions. The Hub offers a process to identify suitable options and compare them."
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